Integrative-Financial Life Management
Financial Services - Delmar, New York, United States
Integrative-Financial Life Management Employees
Integrative-Financial Life Management Details
Integrative is a small, independent firm with access to powerful, dynamic, global resources. While there are many larger insurance and financial management firms, their clients are often frustrated by impersonal relationships, disconnected planning, and an allegiance to proprietary products for compensation. Traditionally, even the best "Financial Advisors" focus only on managing "performance" of investments and give little to no thought to how those investments relate to the holistic needs of the client. The processFrom start to finish, the experience at Integrative is different; human to human connection is of paramount importance. No impersonal 800 number to call, no "robo advisor", no price quoting, nothing that reduces a client to an impersonal number. Instead, we identify risk factors in your life, understand your financial desires, work toward your life goals, link your values and finally create a plan, utilizing the Fiduciary Standard, for you to implement across the entirety of your life, with us serving as your trusted guide.
